Julie Hetland
Financial Planning Navigators · Maple Grove, Minnesota
Julie Hetland is a fee-only financial advisor at Financial Planning Navigators in Maple Grove, Minnesota, who holds the CFP and ChFC credentials. Julie focuses on founders (pre-exit), small business owners and retirement planning. Financial Planning Navigators reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
Facts
| Firm | Financial Planning Navigators |
|---|---|
| Based in | Maple Grove, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $355.1M across 1,653 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MN, TX · CRD 4364295 |
| Exams passed | Series 63 (2001) · Series 66 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | fpnavigators.com |
| Profile |
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Questions about Julie
Is Julie Hetland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Financial Planning Navigators reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Financial Planning Navigators, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julie Hetland based?
Julie Hetland is based in Maple Grove, Minnesota.
What does Julie specialize in?
Julie's specialties include founders (pre-exit), small business owners, retirement planning and estate & legacy planning. Julie works with founders, pre-retirees and retirees.
What credentials does Julie Hetland hold?
Julie Hetland holds the CFP and ChFC credentials.
Is Julie Hetland registered with the SEC?
Yes. Julie Hetland is registered as an investment adviser representative in MN and TX (CRD 4364295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Planning Navigators manage?
Financial Planning Navigators reports $355.1M across 1,653 accounts in assets under management.
How do I contact Julie Hetland?
Through Julie's website, fpnavigators.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Financial Planning Navigators website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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